PKSAX Mutual Fund

PKSAX Mutual Fund

NAV$46.86
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Returns Overview

1 Month
-3.06%
3 Months
-0.02%
6 Months
+0.15%
YTD
+6.98%
1 Year
+4.35%
3 Years (annualized)
+8.61%
5 Years (annualized)
+7.84%
10 Years (annualized)
+14.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKSAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.98%
Peer Avg (YTD)
+15.31%
vs Peers
-8.33%

PKSAX Mutual Fund Performance

PKSAX performance across multiple time periods: 1-month -3.06%, YTD 6.98%, 1-year 4.35%, 3-year 8.61%, 5-year 7.84%, 10-year 14.74%.

PKSAX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

PKSAX vs another fund shows side-by-side returns. PKSAX alternatives are available in the Mutual Fund Screener.